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Vanguard Small-Cap Growth ETF

997 hedge funds and large institutions have $10B invested in Vanguard Small-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 414 increasing their positions, 316 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $4.59M

63% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 63

31% more repeat investments, than reductions

Existing positions increased: 414 | Existing positions reduced: 316

9% more capital invested

Capital invested by funds: $9.24B → $10B (+$805M)

2% more funds holding

Funds holding: 976997 (+21)

2.13% less ownership

Funds ownership: 59.43%57.3% (-2.1%)

6% less funds holding in top 10

Funds holding in top 10: 5148 (-3)

Holders
997
Holders Change
+21
Holders Change %
+2.15%
% of All Funds
14.36%
Holding in Top 10
48
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.88%
% of All Funds
0.69%
New
103
Increased
414
Reduced
316
Closed
63
Calls
$11.5M
Puts
$4.59M
Net Calls
+$6.95M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
901
Householder Group Estate & Retirement Specialist
Arizona
$40.4K +$2.46K +10 +7%
MTIC
902
Missouri Trust & Investment Company
Missouri
$39.4K
MPCG
903
Matrix Private Capital Group
New York
$39.1K -$9.82K -40 -21%
RCM
904
Raleigh Capital Management
North Carolina
$38.9K +$3.44K +14 +10%
BWP
905
Baldwin Wealth Partners
Massachusetts
$38.1K
FDCP
906
Foster Dykema Cabot & Partners
Massachusetts
$37.8K +$35.6K +145 New
TF
907
Tompkins Financial
New York
$36.2K
GI
908
GAMMA Investing
California
$35.7K +$33.7K +137 New
MCM
909
MV Capital Management
Maryland
$35.5K
NS
910
NBC Securities
Alabama
$35K
GBT
911
Grove Bank & Trust
Florida
$32.9K
GWSA
912
Global Wealth Strategies & Associates
Colorado
$32.9K +$7.12K +29 +30%
PA
913
Pineridge Advisors
Missouri
$32.8K +$2.95K +12 +11%
FFA
914
Founders Financial Alliance
North Carolina
$32.6K +$21.4K +87 +229%
PWM
915
Provident Wealth Management
Tennessee
$31.3K
TIM
916
Tortoise Investment Management
New York
$31.3K
AIC
917
Archer Investment Corporation
Indiana
$30.5K
WIM
918
Westside Investment Management
California
$30.2K +$1.72K +7 +6%
GWANC
919
Guardian Wealth Advisors (North Carolina)
North Carolina
$29.6K -$85.7K -349 -75%
PPC
920
Park Place Capital
Alabama
$28.6K
PFM
921
Phillips Financial Management
Indiana
$28.2K
EBA
922
Eagle Bay Advisors
New York
$27.6K
M
923
MOTCO
Texas
$27.6K +$26K +106 New
FCA
924
FinTrust Capital Advisors
South Carolina
$26.1K +$16.2K +66 +194%
DPW
925
DiNuzzo Private Wealth
Pennsylvania
$25.8K

VBK Hedge Fund Activity: Q1 2024 in Review

997 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q1 2024, worth a combined $10B — up 8.7% from $9.24B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VBK positions and 63 closed out — a net gain of 40 holders — while 414 added to existing stakes and 316 trimmed.

The largest buyer was Bank of America, adding an estimated $412M. The largest seller was Morgan Stanley, cutting an estimated $466M.

  • 997 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q1 2024, up from 976 in Q4 2023.
  • Funds reported $10B of Vanguard Small-Cap Growth ETF stock for Q1 2024, up 8.7% quarter-over-quarter.
  • 103 funds opened new Vanguard Small-Cap Growth ETF positions in Q1 2024 and 63 closed out, a net change of +40 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q1 2024 was Bank of America, an estimated $412M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $466M sold.

Based on aggregated 13F filings for Q1 2024.